UBS Group

UBS Group Portfolio holdings

AUM $512B
1-Year Est. Return 21.72%
 

UBS Group AG, formed through the 1998 merger of Union Bank of Switzerland and Swiss Bank Corporation with roots dating back to 1862, is a Swiss multinational investment bank and financial services firm headquartered in Zurich. Renowned for its dominance in wealth management, UBS serves high-net-worth individuals and families globally, managing trillions in assets, while also offering investment banking, asset management, and retail banking services in Switzerland. The firm has weathered significant challenges, including a major bailout during the 2008 financial crisis, but has since refocused on stability and sustainable growth, emphasizing digital transformation and ESG (environmental, social, governance) investing. With a strong European base and a global reach, UBS remains a cornerstone of the international financial landscape.

This Quarter Est. Return
1 Year Est. Return
+21.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$156B
AUM Growth
+$4.84B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,297
New
Increased
Reduced
Closed

Top Buys

1
+$631M
2
+$554M
3
+$419M
4
DB icon
Deutsche Bank
DB
+$342M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$338M

Top Sells

1
+$3.09B
2
+$589M
3
+$545M
4
ETP
Energy Transfer Partners L.p.
ETP
+$383M
5
HLT icon
Hilton Worldwide
HLT
+$338M

Sector Composition

1 Financials 9.59%
2 Healthcare 8.36%
3 Technology 7.75%
4 Industrials 6.24%
5 Consumer Discretionary 6.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2151
$2.68M ﹤0.01%
179,035
+13,597
2152
$2.68M ﹤0.01%
136,956
-70,777
2153
$2.67M ﹤0.01%
197,979
+1,173
2154
$2.67M ﹤0.01%
91,416
-224
2155
$2.66M ﹤0.01%
31,855
+788
2156
$2.65M ﹤0.01%
53,721
+16,092
2157
$2.65M ﹤0.01%
96,078
-17,870
2158
$2.65M ﹤0.01%
321,691
-173,053
2159
$2.64M ﹤0.01%
47,404
-6,519
2160
$2.64M ﹤0.01%
66,388
+11,562
2161
$2.64M ﹤0.01%
20,340
-9,088
2162
$2.63M ﹤0.01%
70,895
-53,069
2163
$2.62M ﹤0.01%
95,023
-41,820
2164
$2.62M ﹤0.01%
145,340
-31,107
2165
$2.62M ﹤0.01%
162,797
+69,452
2166
$2.61M ﹤0.01%
376,645
-61,014
2167
$2.6M ﹤0.01%
246,074
-597,003
2168
$2.6M ﹤0.01%
+123,522
2169
$2.6M ﹤0.01%
25,697
-9,240
2170
$2.6M ﹤0.01%
46,658
+26,679
2171
$2.59M ﹤0.01%
48,555
+849
2172
$2.58M ﹤0.01%
64,780
+1,333
2173
$2.58M ﹤0.01%
67,503
+36,159
2174
$2.58M ﹤0.01%
47,434
+1,930
2175
$2.57M ﹤0.01%
184,312
+3,260
85 86
87
88 89